Design and implement business / financial strategies for PMS business to enhance profits and customer base.

Manage a portfolio of HNIs / corporate customers to increase AUM and generate high returns.
Specific Accountabilities: -

Recommend strategy, business plans and budgets for continuous growth of business.

Co-ordinate the preparation of financial budgets and get management approval.

Evolve market segmentation and penetration strategies.

Ensure that the financial budgets are adhered to by regular review, control of revenue flows, business expenses.

Achieve targeted revenue goals by identifying and developing new HNI and corporate clients, understanding client profile and recommending a client-centric portfolio design, negotiating acceptance of commercials and agreement.

Ensure achievement of targeted business goals and profitability by regular review and control of operations.

Conduct product analysis with respect to competitor products.

Understanding of Indian stock market

Understanding of instruments such as equities, debt, derivatives

Knowledge of PMS

Stock Market Regulations

Accounting Standards

Accounting Policies

Valuation skills

Product knowledge
Functional

Strategic Planning

Big picture context

Decision Making

Delivery on commitments

Customer Focus

Business Cognizance

Negotiation

Relationship Management

Resource Management

Selling skills